If you are not the Plan Sponsor/Employer of the retirement plan you are currently participating in, you can still access our private client services. All you need is a Self-Directed Brokerage Account (SDBA). An SDBA can be created at Fidelity or Schwab. Contact your Plan Sponsor or the Plan Administrator for more details.
While iQ401k only provides workplace retirement plan fiduciary services, our parent company (FPLCM) offers a wealth management services that includes asset management, risk management, tax planning, retirement planning, and estate planning.
Just like our retirement plan fiduciary services, private client services platform utilizes a flat fee structure. Annual fee is a flat dollar mount based on the level of service required. Annual fee for private client services ranges between $5,000 and $15,000. If you are interested in learning more, please call us at 800-835-1969 or email us at firstname.lastname@example.org.